Mark Eggleston (CRD# 7001355) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mycio Wealth Partners, LLC | Philadelphia, PA | Jul 2018 - Current | 5 |
| Unemployed | Newark, DE | Jan 2018 - Jul 2018 | < 1 |
| Jp Morgan Bank | Newark, DE | Jun 2017 - Dec 2017 | < 1 |
| University Of Delaware | Newark, DE | May 2016 - May 2017 | 1 |
| University Of Delaware | Newark, DE | Aug 2014 - Apr 2016 | 1 |
| Naparima College | San Fernando, | Aug 2008 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- PA
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Total Assets Under Management12,968MILLIONS
-
Total Number of Accounts7,648ACCOUNTS
-
Average Account Value$1,695,625
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MT, NC, NJ, NY, OR, PA, SC, TN, TX, VA
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